Club software onboarding & data migration
Let our team bring your club into Clubward, or follow a guided setup at your own pace. Either way, we’ll help you connect the details and review your readiness before the next season begins.
White-glove onboarding is included.
Two ways to get there
Choose the approach that suits your team. Both lead to the same goal: a club that is configured, reviewed and ready for its first day.
Let us take care of the setup
Share your existing records through the agreed import process. Our team handles the data import and configuration, with your club involved in the decisions and validation that make the setup yours.
Make progress at your own pace
Prefer to work through the details yourself? The built-in onboarding wizard guides configuration across your club, turning a long setup list into understandable steps your team can work through together.
Whichever path you choose
The operational readiness review brings the important setup areas into one conversation. Check the details, resolve open items and know what is left before opening day.
Review imported profiles, household relationships, membership types and the rules that shape member access.
Validate opening balances, renewal dates and billing details with your club before members start using their accounts.
Check your spaces, schedules, reservation rules and program setup against the activities you plan to run.
Walk through enabled payment workflows, including member payments, Snackbar & POS and the separate Online Store.
Confirm who does what, connect staff with their positions and review the access each role needs for the job.
Review member notices, staff handoffs and the remaining launch tasks, with a clear owner for anything still outstanding.
From first conversation to first day
Your club reviews the imported data and setup with us. Launch follows a clear go-ahead from your team.
Choose your onboarding path, identify the records you need and agree on the season dates and workflows that matter most.
Let our team import and configure your data, or work through the built-in wizard with guidance at each setup stage.
Validate imported records and balances, walk through key workflows and use the readiness review to resolve open items.
Confirm your team is ready and approve the launch plan. Your club has a clear review point before the next chapter begins.
Bring your people with you
Help staff learn the work they will actually do. Connect training with your positions and permissions, then walk through the everyday moments: a member arriving, a reservation changing or a snack bar purchase at the register.
Before you get started
Bring your current tools, your timeline and the parts of setup you would most like help with.
Yes. Our team can import your data and help configure Clubward as part of your included onboarding service. We begin by agreeing on the records, workflows and setup your club needs, then review the results with you before launch.
Yes. The built-in onboarding wizard guides you through configuration, from members and facilities to payment workflows, staff roles and communications. You can work through the steps with your team and use the operational readiness review to see what still needs attention.
Start with the member and household records, membership details, opening balances and operational information your club relies on. We will agree on the files and fields needed for your import. Your club then reviews the imported records and balances so everyone starts from the same picture.
The readiness review brings the essential setup areas together, including facilities, programs, payments, staff permissions and member communication. We work through remaining items with you, confirm the people responsible for them and get your approval before moving ahead with launch.
Yes. Build training around the jobs your team actually does, such as welcoming members, running Snackbar & POS or managing reservations. Review staff positions and permissions alongside training so people learn the right workflow with the access they will use on shift.
Let’s get your club ready
We’ll shape a walkthrough around your club’s setup, data migration and next-season priorities.